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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
SailingStone Capital Partners
Houston,
Texas
| $276M | +$4.27M | +2% | 4.27% | 152% | 14 | 14.29% | 2.9 |
|
| 4377 |
4377
FirstPurpose Wealth
Orem,
Utah
| $276M | +$13M | +5% | 6.19% | – | 230 | 16.96% | 1.5 |
|
| 4378 |
CI
4378
CPMG Inc
Dallas,
Texas
| $276M | +$45.9M | +20% | 21.9% | 878% | 3 | 0% | 2.2 |
|
| 4379 |
4379
Wildcat Capital Management
New York
| $276M | -$13.7M | -5% | 6.84% | 77.7% | 21 | 28.57% | 2.6 |
|
| 4380 |
4380
AMI Investment Management
Kendallville,
Indiana
| $275M | +$28.7M | +12% | 8.41% | 52% | 66 | 1.52% | 5.1 |
|
| 4381 |
4381
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $275M | +$27.1M | +11% | 7.14% | 87.3% | 576 | 53.99% | 1.1 |
|
| 4382 |
4382
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $275M | +$83.6M | +44% | 7.79% | 175% | 33 | 39.39% | 1.3 |
|
| 4383 |
4383
OEP Capital Advisors
New York
| $275M | -$209M | -43% | 28.9% | 23.2% | 2 | 0% | 3.3 |
|
| 4384 |
4384
FACT Capital
New York
| $275M | +$25.3M | +10% | 10.5% | 227% | 18 | 11.11% | 0.9 |
|
| 4385 |
4385
Wind River Trust Company
Jackson,
Wyoming
| $275M | +$20.2M | +8% | 8.22% | 62.1% | 9 | 0% | 8.6 |
|
| 4386 |
AB
4386
Atlas Brown
Louisville,
Kentucky
| $275M | +$33.4M | +14% | 12.6% | 115% | 207 | 10.14% | 5.8 |
|
| 4387 |
4387
Peterson Wealth Services
South Ogden,
Utah
| $275M | +$41.3M | +18% | 16.1% | 160% | 117 | 14.53% | 1 |
|
| 4388 |
4388
Bridge City Capital
Lake Oswego,
Oregon
| $275M | +$16.4M | +6% | 6.2% | 120% | 114 | 6.14% | 3.8 |
|
| 4389 |
SA
4389
SAM Advisors
Oakhurst,
California
| $274M | +$20.8M | +8% | 6.16% | 57.5% | 36 | 5.56% | 1.6 |
|
| 4390 |
RI
4390
Rinkey Investments
San Diego,
California
| $274M | +$20.4M | +8% | 4.4% | 42.1% | 74 | 21.62% | 1 |
|
| 4391 |
4391
Northcape Wealth Management
Williamsville,
New York
| $274M | -$1.67M | -0.6% | 7.14% | 74% | 142 | 9.86% | 1.5 |
|
| 4392 |
4392
Chesapeake Wealth Management
Williamsburg,
Virginia
| $274M | +$15.3M | +6% | 8.69% | 65.9% | 155 | 5.16% | 4.7 |
|
| 4393 |
WFA
4393
Wade Financial Advisory
Campbell,
California
| $274M | +$9.8M | +4% | 7.17% | 15.9% | 79 | 7.59% | 3.1 |
|
| 4394 |
AIC
4394
Anthracite Investment Company
Fort Worth,
Texas
| $274M | +$90.9M | +50% | 13.6% | – | 121 | 51.24% | 0.1 |
|
| 4395 |
4395
Cavalier Investments
Alpharetta,
Georgia
| $274M | +$2.4M | +0.9% | 18.3% | 171% | 94 | 18.09% | 1.3 |
|
| 4396 |
SL
4396
SWF LLC
Omaha,
Nebraska
| $274M | +$41.4M | +18% | 17.8% | 82.9% | 2 | 0% | 3.3 |
|
| 4397 |
4397
S.E.E.D. Planning Group
Binghamton,
New York
| $274M | +$25.8M | +10% | 8.12% | 57.3% | 91 | 23.08% | 2.9 |
|
| 4398 |
VST
4398
Van Strum & Towne
San Francisco,
California
| $274M | +$18.6M | +7% | 9.11% | 72.3% | 102 | 3.92% | 5.5 |
|
| 4399 |
4399
Chapin Davis
Baltimore,
Maryland
| $274M | +$36.4M | +15% | 14.6% | 339% | 242 | 14.88% | 0.9 |
|
| 4400 |
4400
JW Asset Management
Miami Beach,
Florida
| $274M | +$98.6M | +56% | 75.2% | 251% | 18 | 27.78% | 1.1 |
|